£300 – £360

A training workshop for supervisors

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Venue - TBC

Manchester

United Kingdom

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Refund Policy

Refunds up to 30 days before event

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We live in an ever changing world of regulation. It’s a minefield (perhaps often, feels more like a battlefield?). But fear not, we’re running a workshop which is specifically designed to improve the level of supervision within your firm meaning you always have eyes on the ball and ears to the ground…

This fully interactive workshop will focus on the knowledge, skills and behaviours required to meet and exceed the supervision requirements within a regulated financial planning firm. Through practical, scenario based examples, the workshop will bring the challenges of supervision to life.

At the end of the course, delegates will be able to:

  • Explain the regulatory background and T&C rules
  • Explain the role of communication in effective supervision
  • Explain the learning process and utilise it to the benefit of colleagues
  • Demonstrate effective coaching and counselling techniques
  • Set and measure objectives effectively
  • Conduct effective observation meetings, giving appropriate feedback and setting follow up objectives

The course will be delivered by Adam Owen.

“Adam is a learning and development specialist and Vice President of the Personal Finance Society. He is a CII, PFS and NSAFS Accredited Trainer and Chartered Fellow of the Chartered Management Institute.”

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Date and Time

Location

Venue - TBC

Manchester

United Kingdom

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Refund Policy

Refunds up to 30 days before event

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